Pillar Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pillar Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,062	Closed	-$405K	–	72
2024 Q1	$405K	Hold	7,062	–	–	0.31%	52
2023 Q4	$366K	Hold	7,062	–	–	0.28%	59
2023 Q3	$321K	Hold	7,062	–	–	0.28%	54
2023 Q2	$333K	Hold	7,062	–	–	0.28%	55
2023 Q1	$294K	Hold	7,062	–	–	0.29%	53
2022 Q4	$251K	Buy	7,062 +354	+5%	+$13K	0.24%	56
2022 Q3	$239K	Hold	6,708	–	–	0.24%	48
2022 Q2	$249K	Hold	6,708	–	–	0.25%	49
2022 Q1	$322K	Hold	6,708	–	–	0.31%	43
2021 Q4	$359K	Buy	+6,708	New	+$349K	0.34%	41

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pillar Wealth Advisors's VUG Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2024, closing a stake of 7,062 shares — an estimated $405K sold.

Pillar Wealth Advisors first reported a position in VUG in Q4 2021 and held it in 10 quarters. The position peaked at $405K in Q1 2024. 2,160 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Pillar Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 7,062 Vanguard Morningstar Growth ETF shares in Q2 2024, an estimated $405K.
Pillar Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 10 quarters.
Pillar Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $405K in Q1 2024.
2,160 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.